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SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES 401k Plan overview

Plan NameSAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES
Plan identification number 001

SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VALPARAISO CITY UTILITIES has sponsored the creation of one or more 401k plans.

Company Name:VALPARAISO CITY UTILITIES
Employer identification number (EIN):356001357
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALINA HAHN2024-07-21
0012022-01-01ALINA HAHN2023-06-08
0012021-01-01ALINA HAHN2022-05-26
0012020-01-01ALINA HAHN2021-07-14
0012019-01-01ALINA HAHN2020-05-19
0012018-01-01ALINA HAHN2019-06-13 ALINA HAHN2019-06-13
0012017-01-01ALINA HAHN2018-03-21 ALINA HAHN2018-03-21
0012016-01-01ALINA HAHN2017-04-13 ALINA HAHN2017-04-13
0012015-01-01ALINA HAHN2016-05-25 ALINA HAHN2016-05-25
0012014-01-01ALINA HAHN2015-06-18 ALINA HAHN2015-06-18
0012013-01-01ALINA HAHN2014-05-12
0012012-01-01ALINA HAHN2013-05-15 ALINA HAHN2013-05-15
0012011-01-01ALINA HAHN2012-04-20 ALINA HAHN2012-04-20
0012010-01-01ALINA HAHN2011-07-14 ALINA HAHN2011-07-14
0012009-01-01ALINA HAHN ALINA HAHN2010-08-25

Financial Data on SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES

Measure Date Value
2025 : SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-313061568
Net assets as of the end of the plan year2025-07-318569305
Total assets as of the beginning of the plan year2025-07-319802894
Value of plan covered by a fidelity bond2025-07-31400000
Participant contributions to plan in this plan year2025-07-31355233
Value of participant loans at end of plan year2025-07-31224212
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-311254513
Plan net income in this plan year2025-07-31-1233589
Net assets as of the end of the plan year2025-07-318569305
Net assets as of the beginning of the plan year2025-07-319802894
Employer contributions to plan in this plan year2025-07-31218233
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3142983
2024 : SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-210
Total liabilities as of the end of the plan year2024-07-210
Total liabilities as of the beginning of the plan year2024-07-210
Total expenses incurred by plan in this plan year2024-07-212624173
Net assets as of the end of the plan year2024-07-219802894
Total assets as of the beginning of the plan year2024-07-2110369681
Value of plan covered by a fidelity bond2024-07-21500000
Participant contributions to plan in this plan year2024-07-21335563
Value of participant loans at end of plan year2024-07-21113153
Other expenses paid from plan in this plan year2024-07-210
Other contributions to plan in this plan year2024-07-2120406
Other income to plan in this plan year2024-07-211493931
Plan net income in this plan year2024-07-21-566787
Net assets as of the end of the plan year2024-07-219802894
Net assets as of the beginning of the plan year2024-07-2110369681
Employer contributions to plan in this plan year2024-07-21207486
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2144166
2009 : SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES

2009: SAVINGS PLAN FOR EMPLOYEES OF VALPARAISO CITY UTILITIES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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